See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,668 | $138,065-48.1% | $123,544-42.0% | $135,375-47.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 29.71% | 153.68%-124.0pp | 119.20%-89.5pp | 519.73%-490.0pp |
| Employer contribution / active EE | $242 | $5,151-95.3% | $4,628-94.8% | $4,779-94.9% |
| Participant deferral / active EE | $4,140 | $6,799-39.1% | $6,426-35.6% | $5,609-26.2% |
| Admin fee / account holder | $42,059 | $10,916+285.3% | $9,284+353.0% | $10,827+288.5% |